Having worked with individuals, families and businesses for over 40 years, HLB Sheehan Quinn is committed to helping clients achieve their financial goals and maximise wealth. 

Succession and Estate Planning is one of our areas of expertise and keeping up to date is of utmost importance to us. Please fill out this short survey and join in the conversation. All responses are strictly confidential and all respondents will automatically be entered into a draw to win a tranquil weekend away in the luxurious Marlfield House Hotel located in County Wexford. Competition entry closes 13th April 2018.

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* 1. Please select your gender.

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* 2. Please advise your age bracket.

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* 3. What is your marital status?

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* 4. Which age category does your youngest child fall into?

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* 5. If you have a Will, when was it prepared or last reviewed?

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* 6. Do you know the rules that will apply to your assets if you die without a Will?

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* 7. Do you know what an "Enduring Power of Attorney" is and if so, do you have one?

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* 8. Have you taken steps to ensure your family would be financially secure if you died suddenly or were unable to work?

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* 9. If you run a family business, have you put formal plans in place for business succession?

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* 10. If your child inherited the family home, would they have to sell assets to pay the tax?

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* 11. Please state your email address to be entered into our prize-draw.

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